See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,361 | $185,822-49.8% | $169,993-45.1% | $139,434-33.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.72% | 60.50%-49.8pp | 53.37%-42.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $29,244 | $7,590+285.3% | $6,785+331.0% | $4,751+515.6% |
| Participant deferral / active EE | $15,687 | $11,622+35.0% | $10,408+50.7% | $6,710+133.8% |
| Admin fee / account holder | $114 | $15,381-99.3% | $12,815-99.1% | $11,403-99.0% |